Original filing (PDF)20250618102015NAL0001223475001

DR. ELLIOT BERNSTEIN, LTD.

Name: DR. ELLIOT BERNSTEIN, LTD. — DR. ELLIOT BERNSTEIN, LTD. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DR. ELLIOT BERNSTEIN, LTD.

Form 5500-SF

FILING_RECEIVED

DR. ELLIOT BERNSTEIN, LTD. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. ELLIOT BERNSTEIN, LTD..

Plan sponsor

Name

DR. ELLIOT BERNSTEIN, LTD.

EIN

23-1981508

Address

308 N. WAYNE AVENUE · US WAYNE, PA · 19087

Phone

(610) 688-1682

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-06-18

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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